Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director | May 19, 2016 | May 23, 2016 |
| ASSURED GUARANTY LTDAGO · Entity 4169 | Director | April 30, 2026 | May 04, 2026 |
| CITIGROUP INCC · Entity 2837 | CEO Global Investment Mgt. | June 02, 2004 | June 04, 2004 |
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director | March 26, 2026 | March 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALTRIA GROUP, INC.
Report date May 19, 2016 · Filed May 23, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 104,206 |
Reported balance
After 2016-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-05-19 · Grant · Acquired 2,779 · Balance 104,206 F1: Deferred Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. F2: Includes 97,768 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,558 shares acquired through the reinvestment of dividends since May 20, 2015, the date of the last reportable transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors.
F2: Includes 97,768 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,558 shares acquired through the reinvestment of dividends since May 20, 2015, the date of the last reportable transaction.
ASSURED GUARANTY LTD
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 47,305 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-30 · Tax withholding · Disposed 365 · Balance 45,549 F1: Common Shares being withheld to pay tax liability. Row 2 · 2026-05-01 · Grant · Acquired 1,756 · Balance 47,305 F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares being withheld to pay tax liability.
F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting.
CITIGROUP INC
Report date June 02, 2004 · Filed June 04, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 505,777.4 |
Reported balance
After 2004-06-02 transaction · row 1
1 source rowRow 1 · 2004-06-02 · Gift · Disposed 10,000 · Balance 505,777.4 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan. | 2,390.1 |
Reported balance
Holding disclosure · report date 2004-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,390.1 |
Jefferies Financial Group Inc.
Report date March 26, 2026 · Filed March 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,701 |
Reported balance
After 2026-03-26 transaction · row 1
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 5,461 · Balance 76,701 F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 4, 2026 22:11 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-051770 · marketforms-73036.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,305 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting. Read SEC document |
| April 30, 2026 Filed May 4, 2026 22:11 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 365 | $81.90 | $29,893.50 |
DisclosureSEC source: 0001213900-26-051770 · marketforms-73036.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,549 F1 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| March 26, 2026 Filed Mar 28, 2026 01:24 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,461 | $40.28 | $219,969.08 |
DisclosureSEC source: 0001214659-26-003949 · marketforms-72785.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,701 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:24 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-039708 · marketforms-69345.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,914 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2026 annual shareholders meeting. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:24 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 371 | $87.51 | $32,466.21 |
DisclosureSEC source: 0001213900-25-039708 · marketforms-69345.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,208 F1 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| March 27, 2025 Filed Mar 29, 2025 00:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,047 | $54.35 | $219,954.45 |
DisclosureSEC source: 0001214659-25-004998 · marketforms-69046.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,240 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 02, 2024 Filed May 3, 2024 21:08 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-039723 · marketforms-65717.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,579 F1 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2025 annual shareholders meeting. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:08 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 606 | $77.05 | $46,692.30 |
DisclosureSEC source: 0001213900-24-039723 · marketforms-65717.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,854 F2 · shares: Common Shares being withheld to pay tax liability. Read SEC document |
| March 28, 2024 Filed Mar 29, 2024 01:05 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,648 | $44.10 | $204,976.80 |
DisclosureSEC source: 0001214659-24-005538 · marketforms-65408.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,193 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 03, 2023 Filed May 4, 2023 22:12 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027436 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,460 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2024 annual shareholders meeting. Read SEC document |
| May 02, 2023 Filed May 4, 2023 22:12 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 522 | $52.77 | $27,545.94 |
DisclosureSEC source: 0001209191-23-027436 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,685 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 00:56 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 6,583 | $31.14 | $204,994.62 |
DisclosureSEC source: 0001214659-23-004535 · marketforms-61111.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,545 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 20:30 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | PurchaseCommon Stock | 40,000 | $31.21 | $1,248,444.00 |
DisclosureSEC source: 0001214659-22-009192 · marketforms-56719.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,962 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transaction prices ranging from $31.01 to $31.32 per share, inclusive. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:22 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 265 | $28.25 | $7,486.25 |
DisclosureSEC source: 0001214659-22-008487 · marketforms-56557.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,962 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 04, 2022 Filed May 6, 2022 00:58 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027453 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,207 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2023 annual shareholders meeting. Read SEC document |
| May 03, 2022 Filed May 6, 2022 00:58 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 609 | $57.71 | $35,145.39 |
DisclosureSEC source: 0001209191-22-027453 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,769 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:32 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | PurchaseCommon Stock | 10,000 | $33.48 | $334,800.00 |
DisclosureSEC source: 0001214659-22-004592 · marketforms-55927.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,697 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transaction prices ranging from $33.25 to $33.72 per share, inclusive. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 20:32 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,697 | $33.35 | $189,994.95 |
DisclosureSEC source: 0001214659-22-004592 · marketforms-55927.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,697 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 05, 2021 Filed May 6, 2021 22:34 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030716 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,378 F1 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2022 annual shareholders meeting. Read SEC document |
| May 06, 2020 Filed May 7, 2020 23:52 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 5,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027798 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,554 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2021 annual shareholders meeting. Read SEC document |
| May 05, 2020 Filed May 7, 2020 23:52 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 479 | $28.80 | $13,795.20 |
DisclosureSEC source: 0001209191-20-027798 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,398 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:19 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $27.88 | $27,880.00 |
DisclosureSEC source: 0001209191-20-022699 · doc4.xml · nonDerivative · entry 5 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,877 F5 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $27.77 and $27.94 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:19 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $27.12 | $27,120.00 |
DisclosureSEC source: 0001209191-20-022699 · doc4.xml · nonDerivative · entry 4 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,877 F4 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $26.98 and $27.20 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:19 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $27.00 | $27,000.00 |
DisclosureSEC source: 0001209191-20-022699 · doc4.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,877 F3 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $26.97 and $27.03 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:19 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $26.09 | $26,090.00 |
DisclosureSEC source: 0001209191-20-022699 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,877 F2 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $25.98 and $26.23 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:19 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $25.97 | $25,970.00 |
DisclosureSEC source: 0001209191-20-022699 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,877 F1 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $25.87 and $26.02 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 21:39 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $28.46 | $28,460.00 |
DisclosureSEC source: 0001209191-20-021889 · doc4.xml · nonDerivative · entry 5 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,877 F5 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $28.43 and $28.52 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 21:39 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $28.95 | $28,950.00 |
DisclosureSEC source: 0001209191-20-021889 · doc4.xml · nonDerivative · entry 4 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,877 F4 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $28.92 and $28.97 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 21:39 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $27.50 | $27,500.00 |
DisclosureSEC source: 0001209191-20-021889 · doc4.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,877 F3 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $27.36 and $27.53 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 21:39 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $26.49 | $26,490.00 |
DisclosureSEC source: 0001209191-20-021889 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,877 F2 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $26.47 and $26.52 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 21:39 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | PurchaseCommon Shares | 1,000 | $26.59 | $26,590.00 |
DisclosureSEC source: 0001209191-20-021889 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,877 F1 · price: The Common Shares purchased by the Reporting Person and reported herein were purchased at a range of between $26.50 and $26.64 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such price range. Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:40 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028568 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,877 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2020 annual shareholders meeting. Read SEC document |
| May 07, 2019 Filed May 9, 2019 21:40 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 883 | $46.21 | $40,803.43 |
DisclosureSEC source: 0001209191-19-028568 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,723 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| May 02, 2018 Filed May 4, 2018 00:31 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 4,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027928 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,606 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2019 annual shareholders meeting. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:31 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 816 | $36.52 | $29,800.32 |
DisclosureSEC source: 0001209191-18-027928 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,528 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:53 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | GrantCommon Shares | 3,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030042 · doc4.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,344 F2 · price: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2004 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2018 annual shareholders meeting. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:53 UTC | ASSURED GUARANTY LTD AGO · Entity 4169 | Tax withholdingCommon Shares | 1,016 | $38.02 | $38,628.32 |
DisclosureSEC source: 0001209191-17-030042 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,521 F1 · kind: Common Shares being withheld to pay tax liability. Read SEC document |
| May 19, 2016 Filed May 23, 2016 19:43 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001095 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,206 F1 · shares: Deferred Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 97,768 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,558 shares acquired through the reinvestment of dividends since May 20, 2015, the date of the last reportable transaction. Read SEC document |
| May 20, 2015 Filed May 22, 2015 19:48 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000557 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,869 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 90,431 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,746 shares acquired through the reinvestment of dividends since May 14, 2014, the date of the last reportable transaction. Read SEC document |
| May 14, 2014 Filed May 16, 2014 20:00 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-14-000625 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,759 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 82,321 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 5,252 shares acquired through the reinvestment of dividends since May 16, 2013, the date of the last reportable transaction. Read SEC document |
| May 16, 2013 Filed May 20, 2013 20:26 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000509 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,175 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 72,737 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,716 shares acquired through the reinvestment of dividends since May 17, 2012, the date of the last reportable transaction. Read SEC document |
| May 17, 2012 Filed May 21, 2012 20:11 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-12-000553 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,174 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 63,736 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 1,116 shares acquired through the reinvestment of dividends since February 17, 2012, the date of the last reportable transaction. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 20:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 2,295 | $0.00 Strike: $12.48 | $0.00 |
DisclosureSEC source: 0001182489-12-000203 · edgar.xml · derivative · entry 3 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,295 shares Expires 2012-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 20:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 976 | $29.48 | $28,775.41 |
DisclosureSEC source: 0001182489-12-000203 · edgar.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,031 F1 · balance_after: Includes 57,593 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 3,513 shares acquired through the reinvestment of dividends since May 19, 2011, the date of the last reportable transaction. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 20:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 2,295 | $12.48 | $28,637.01 |
DisclosureSEC source: 0001182489-12-000203 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,494 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 19, 2011 Filed May 23, 2011 20:22 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 5,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-11-000312 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,199 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 54,080 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,337 shares acquired through the reinvestment of dividends since May 20, 2010, the date of the last reportable transaction. Read SEC document |
| May 20, 2010 Filed May 24, 2010 20:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 7,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-10-000366 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,487 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 44,368 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,242 shares acquired through the reinvestment of dividends since May 19, 2009, the date of the last reportable transaction. Read SEC document |
| May 19, 2009 Filed May 21, 2009 19:15 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 8,338 | $16.79 | $140,015.87 |
DisclosureSEC source: 0001182489-09-000430 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,062 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 32,943 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 3,401 shares acquired through the reinvestment of dividends since May 28, 2008, the date of the last reportable transaction. Read SEC document |
| May 28, 2008 Filed May 30, 2008 18:45 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 6,263 | $22.36 | $140,009.37 |
DisclosureSEC source: 0001182489-08-000568 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,323 F1 · shares: Deferred Stock awarded under the Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 21,204 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 643 shares acquired through the reinvestment of dividends since October 31, 2007, the date of the last reportable transaction. Read SEC document |
| October 31, 2007 Filed Nov 2, 2007 21:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,120 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-07-001119 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,417 F1 · shares: Shares acquired through the 2005 Stock Compensation Plan for Non-Employee Directors. F2 · price: Shares valued pursuant to the terms of the 2005 Stock Compensation Plan for Non-Employee Directors. F3 · balance_after: Includes 14,298 deferred shares held under the 2005 Stock Compensation Plan for Non-Employee Directors, including an increase of 271 shares acquired through the reinvestment of dividends since April 26, 2007, the date of the last reportable transaction. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.